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Innovator US Equity Power Buffer ETF December

170 hedge funds and large institutions have $680M invested in Innovator US Equity Power Buffer ETF December in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 73 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

486% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 7

121% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 33

50% more capital invested

Capital invested by funds: $452M → $680M (+$228M)

23% more funds holding

Funds holding: 138170 (+32)

6.08% more ownership

Funds ownership: 75.53%81.6% (+6.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
170
Holders Change
+32
Holders Change %
+23.19%
% of All Funds
2.48%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
41
Increased
73
Reduced
33
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NP
151
NorthRock Partners
Minnesota
$187K +$178K +5,333 New
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$175K
AIC
153
Archer Investment Corporation
Indiana
$144K
PS
154
Principal Securities
Iowa
$114K +$108K +3,247 New
Royal Bank of Canada
155
Royal Bank of Canada
Ontario, Canada
$96K -$61.9K -1,853 -41%
BBPWM
156
Blue Bell Private Wealth Management
Pennsylvania
$82.8K -$16.7K -500 -17%
EWA
157
EverSource Wealth Advisors
Alabama
$69.7K
WWMSC
158
Wagner Wealth Management (South Carolina)
South Carolina
$69.5K +$66.1K +1,980 New
EPW
159
Evergreen Private Wealth
Colorado
$62K +$59K +1,767 New
WP
160
WealthShield Partners
North Carolina
$49.7K +$47.3K +1,416 New
CFD
161
Creative Financial Designs
Indiana
$43.9K
MIM
162
Macroview Investment Management
Maryland
$20.4K +$19.4K +582 New
LFG
163
Larson Financial Group
Missouri
$18.8K
GWM
164
Geneos Wealth Management
Colorado
$17.6K
CP
165
Castleview Partners
Texas
$14.8K +$14.1K +423 New
RIL
166
Rothschild Investment LLC
Illinois
$11.6K +$11K +330 New
NS
167
NBC Securities
Alabama
$10K +$9.75K +292 New
Northwestern Mutual Wealth Management
168
Northwestern Mutual Wealth Management
Wisconsin
$7.27K +$6.91K +207 New
IPW
169
Impact Partnership Wealth
Georgia
$3.02K +$2.87K +86 New
CIAS
170
Capital Investment Advisory Services
North Carolina
$1.75K +$501 +15 +43%
Citadel Advisors
171
Citadel Advisors
Florida
-$2.28M -70,468 Closed
ST
172
Sageworth Trust
Pennsylvania
-$895K -27,664 Closed
UBS Group
173
UBS Group
Switzerland
-$50K -1,544 Closed
First Manhattan
174
First Manhattan
New York
-$21.6K -667 Closed
VAG
175
VisionPoint Advisory Group
Texas
-$13.7K -423 Closed